M&A - Mergers &
Acquisitions

ESOP SYSTEM

M&A - Mergers & Acquisitions

ESOP - EXCELLENCE has dealt with numerous M&As and served as a Paying Agent, Escrow Agent, Trustee and Tax Withholding Agent for Israeli Tax purposes.

ESOP - EXCELLENCE provides One Stop Shop solution that includes all services required, among other things, the following:

  • Collecting the various documents and information from the shareholders and optionholders.
  • Verification that all the documents were executed properly and all related documents were provided (for example, receiving the share certificates, US Tax forms, etc.).
  • Issuing of reports as required.
  • Withholding of Israeli Taxation.
  • Wiring the proceeds to the beneficiates (shareholders, optionholders, service providers, authorities, etc.).

Our Customers

Paying and Escrow Agents Services

Paying and Escrow Agents Services

Our services include, among other things, the following:

  • Open trust accounts
  • Distribute the funds to the accounts of the beneficiaries in accordance with the Paying and Escrow Agreements.
  • Calculation and deduction of Israeli Taxes to the Israeli Tax Authorities through ESOP – EXCELLENCE and issuance of formal approvals (106 or 856).
Options Cash Out

Options Cash Out

Our services include, among other things, the following:

  • Holding the shares/cash and follows the vesting schedules and holding period according to Section 102.
  • Tailor made services in accordance with the company's requirements.
  • Reporting and administration to the Israeli Tax Authorities as required according to the law and any tax ruling obtained from the Israeli Tax Authorities.
  • Deduction of taxes to both the Israeli Tax Authorities and social Security (including as required crediting the income to the last employment day) through ESOP – EXCELLENCE and issuance of formal approvals (106 or 856).